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Getting Started – Confidential Questionnaire

Thank you for your interest.  In order to start the planning process in the most efficient manner, we recommend that you complete our questionnaire online.

Before you begin the questionnaire, please make sure that you have completed the first step in the planning process – contacting our office to inquire about an initial consultation and providing your name. Doing so allows us to run our standard conflict check to ensure that we can receive your confidential information.

After completing that first step, please click below in order to create an account and begin filling out our secure online questionnaire.


If you have previously registered on our site, you can click below to return to the questionnaire.

Online Questionnaire

If, instead of completing our questionnaire online, you would prefer to download it and complete it by hand, you may select the appropriate questionnaire below:

Special Needs Planning Supplement
Doug Tomlinson photography
Special thank you to nature photographer Doug Tomlinson for allowing us to use his artwork throughout this site. All imagery is copyrighted by the artist and may not be reproduced.